CIA
PTF icon

Concurrent Investment Advisors’s Invesco Dorsey Wright Technology Momentum ETF PTF Stock Holding History

Concurrent Investment Advisors’s Portfolio PTF Stock Details PTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,280
Closed -$456K – 1318
2024
Q4 		$456K Buy
+6,280
New +$445K 0.01% 691

Other funds holding PTF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concurrent Investment Advisors's PTF Position: Q1 2025 in Review

Concurrent Investment Advisors sold out of Invesco Dorsey Wright Technology Momentum ETF (PTF) in Q1 2025, closing a stake of 6,280 shares — an estimated $456K sold.

Concurrent Investment Advisors first reported a position in PTF in Q4 2024 and held it in 1 quarter. The position peaked at $456K in Q4 2024. 104 funds tracked by Wall St. Rank hold PTF as of Q1 2025.

  • Concurrent Investment Advisors reported no remaining Invesco Dorsey Wright Technology Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,280 Invesco Dorsey Wright Technology Momentum ETF shares in Q1 2025, an estimated $456K.
  • Concurrent Investment Advisors first reported a position in Invesco Dorsey Wright Technology Momentum ETF in Q4 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Invesco Dorsey Wright Technology Momentum ETF position peaked at $456K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Invesco Dorsey Wright Technology Momentum ETF as of Q1 2025.

Based on Concurrent Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.